Danger, Danger! AI Bubbles, Vibe Coding Evolutions, and More

This is the last day of good weather in SLC, so going climbing outside in just a bit. Also in the middle of a few big projects, so gonna keep this ultra short. Matt Housley (my co-author on Fundamentals of Data Engineering) and I record a monthly podcast. In this episode, we talked about the elephant in the room, namely the AI Bubble. We also discussed the maturation of AI coding tools, and much more. Definitely a fun chat. You can also listen to it on your favorite podcast platform. Enjoy!

Rumor has it we might bring back the Monday Morning Data Chat sometime in 2026. In other news, expect some articles next week, including tips for getting started on Substack, a new building blocks chapter on counting and aggregation on Practical Data Modeling (https://practicaldatamodeling.substack.com/), and more. The book is coming along nicely, and I’ll be posting the revised table of contents next week too. Good to see the end in sight for this first data modeling book, and more details will be published soon. Also, off to Paris later next week. If you’re at Forward Data Conference, come say bonjour. Have a fun weekend, Joe Thanks for reading! Subscribe to receive new content, usually every week. Awesome Upcoming Events• • I’m speaking at Sifflet’s Signals 2025, an online conference all about Trust by Design. Four days. Fifteen sessions. Firesides, keynotes, and panels designed to give you actionable insights from the world’s leading data voices. When: November 17 to 20 Where: Virtual Register here (https://www.siffletdata.com/signals-2025). • • Bonjour! I’m back in Paris for Forward Data Conference part deux. Join me and my friends for an awesome day of talks, croissants, and coffee. Forward is rapidly becoming one of the best indie data events in the world, so show up if you can. See you there. Register here (https://www.forward-data-conference.com/en). Helping my friends out at Coactive.ai (https://www.coactive.ai/), who are doing a cool event in Colombia!

• If you’re connected to AI, ML, or data engineering communities in Medellín, or know local meetups, universities, or partner networks that might want to get involved, I’d love your help spreading the word.

• Also if you can suggest anyone in particular to participate in lightning talks, would love to showcase them.

Date: Wednesday, December 3, 2025 Tentative Venue: WeWork Parque El Poblado, Medellín Time: 5:30 – 8:30 PM Description: Coactive is hosting a community event bringing together local engineers, data practitioners, and AI enthusiasts. The evening will include networking, lightning talks from local AI practitioners, and a panel discussion on “What’s Next for AI Engineering in Colombia?” followed by a raffle for a Meta Quest 3 and some great giveaways. Notes:

• Our goal is to strengthen Coactive’s connection with the Colombian AI and data community, spotlighting local talent, sharing real-world applied AI stories, and building bridges for future collaboration.

• We’ll share the registration link soon, but I wanted to get early word out so people can mark their calendars.

• Thanks so much for helping us grow the local AI ecosystem, Medellín has such incredible energy and talent, and we can’t wait to be part of it!

But wait, there’s more!• • My other upcoming events are posted here (https://joereis.notion.site/?v=2650bd0106038107b707000c744a165b&pvs=73). Cool ReadsHere are some things I read this week that you might enjoy. Stop Building Data Foundations. Start Fixing AI Apps - Irina Malkova (https://open.substack.com/pub/irinamalkova/p/stop-building-data-foundations-start?r=23opd&utm_medium=ios) Montana Becomes First State to Enshrine ‘Right to Compute’ Into Law - Montana Newsroom (https://montananewsroom.com/montana-becomes-first-state-to-enshrine-right-to-compute-into-law/) An age of companies too good to be true - Mark Pitblado (https://www.markpitblado.me/blog/an-age-of-companies-too-good-to-be-true/) You Have No Idea How Screwed OpenAI Is - Algorithmic Bridge (https://open.substack.com/pub/thealgorithmicbridge/p/you-have-no-idea-how-screwed-openai?r=23opd&utm_medium=ios) Microsoft’s AI Strategy Deconstructed - from Energy to Tokens (https://newsletter.semianalysis.com/p/microsofts-ai-strategy-deconstructed) J.P. Morgan calls out AI spend, says $650 billion in annual revenue required to deliver mere 10% return on AI buildout — equivalent to $35 payment from every iPhone user, or $180 from every Netflix subscriber ‘in perpetuity’ | Tom’s Hardware (https://www.tomshardware.com/tech-industry/artificial-intelligence/usd650-billion-in-annual-revenue-required-to-deliver-10-percent-return-on-ai-buildout-investment-j-p-morgan-claims-equivalent-to-usd35-payment-from-every-iphone-user-or-usd180-from-every-netflix-subscriber-in-perpetuity) The Case That A.I. Is Thinking - The New Yorker (https://www.newyorker.com/magazine/2025/11/10/the-case-that-ai-is-thinking#intcid=_the-new-yorker-homepage-bkt-a_bba4fa4c-d3dc-48a4-9328-d1309e1f5a5c_cygnus-personalized) Python is not a great language for data science. Part 1: The experience (https://blog.genesmindsmachines.com/p/python-is-not-a-great-language-for) Safer (and Sexier) Chatbots, Better Images Through Reasoning, The Dawn of Industrial AI, and more… - Deeplearning.ai (https://www.deeplearning.ai/the-batch/issue-327/) Chad: The Brainrot IDE’ is a new Y Combinator-backed product so wild, people thought it was fake - TechCrunch (https://techcrunch.com/2025/11/12/chad-the-brainrot-ide-is-a-new-y-combinator-backed-product-so-wild-people-thought-it-was-fake/?utm_source=perplexity) The Great Engineering Reset - From Pipelines to Agents - Big Data London (https://www.youtube.com/watch?v=F-kGm62-tUU) Dying Shopping Malls Are the Roman Ruins of Our Civilization - The New York Times (https://www.nytimes.com/2025/11/11/magazine/dying-mall-beauty.html?unlocked_article_code=1.008.6cxP.tcV5LJq7nthE&smid=url-share) Find My Other Content Here📺 YouTube (https://www.youtube.com/@joereisdata) - Interviews, tutorials, product reviews, rants, and more. 🎙️ Podcasts (https://open.spotify.com/show/3mcKitYGS4VMG2eHd2PfDN?si=7bd8ffc4d5b840ce) - Listen on Spotify or wherever you get your podcasts 📝 Practical Data Modeling (https://practicaldatamodeling.substack.com/) - This is where I’m writing my upcoming book, Mixed Model Arts, mostly in public. Free and paid content. The Practical Data CommunityThe Practical Data Community is a place for candid, vendor-free conversations about all things tech, data, and AI. We host regular events such as book clubs, lunch-and-learns, Data Therapy, and more. 🤖 Join on Discord (https://discord.gg/gNfw5AKWSK) Want your article or event featured here?Got an article or an upcoming event you want featured here? Please them here (https://forms.gle/De9zdVyYvxFEsooU7).

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